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Finance and Accounting software
Tax software
Tax software prepares and files returns for businesses and for the firms that serve them.
Overview
What it does
Professional tax software handles individual and business returns, e-filing, and client organizers. Accounting firms pick it based on the return types they prepare and the volume they handle. Businesses also use sales tax tools that calculate and file across states.
How to choose
Match the product to the returns you file most. Pricing models differ, with some vendors charging per return and others selling unlimited packages.
Features
Key features to look for
Return preparation
Forms and calculations for individual and business returns.
E-filing
Electronic filing with federal and state agencies.
Client organizers
Portals that collect documents from clients.
Sales tax automation
Rate calculation and filing across jurisdictions.
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